Interlinc Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Interlinc Financial Advisors is a fee-based financial planning and consulting firm that provides written financial plans, retirement-plan advisory services, and public seminars and workshops to individuals and plan sponsors. The firm also offers insurance products, including annuities and other commissioned products, through an affiliated insurance practice.
The firm does not manage client assets directly; instead it refers client accounts to third‑party managers, acts as a liaison, and monitors those managers’ performance while receiving referral fees. Interlinc provides ERISA 3(21) services for qualified retirement plans and delivers planning work on a defined timetable, charging planning fees on an hourly or fixed basis rather than directly charging percentage‑of‑assets fees.
Distinctive features noted in the brochure include its ongoing affiliation with an insurance agency that consumes a substantial portion of the principals’ time and its practice of offering free educational seminars and workshops, both of which are uncommon among supported firms. The firm also discloses that it takes no custody, does not exercise discretionary trading authority for client accounts, and mitigates conflicts created by referral and insurance compensation through disclosure and fiduciary procedures.
Client services
Expertise
Occupation focus
Fee options
Fixed fee between $1,000 and $5,000 for financial planning services
Up to $500,000 - $499,999: 1.50% $500,000 - $999,999: 1.35% $1,000,000+: 1.15% Up to $500,000 - $499,999: 1.95% $500,000 - $999,999: 1.75% $1,000,000+: 1.50% All Assets+: 1.00%
Commission on insurance products sold by principals
$500 per hour for financial planning services
Fee-only: Hourly fee $500 per hour; Fixed fee between $1,000 and $5,000 for financial planning
Main office
5068 W Plano Pkwy, 385
Plano TX 75093
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Misti W
Series 65
Plano, TX
Interlinc Financial Advisors, Inc.
Misti White is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Interlinc Financial Advisors, she worked at Murphy & Sylvest and Starbucks. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans, focusing on preparing financial plans and referring investment accounts to third-party managers. The firm also offers insurance products through affiliated businesses and conducts educational seminars for the public.
Stephen M
Series 63, Series 65
Plano, TX
Interlinc Financial Advisors, Inc.
Stephen Meeks is a financial advisor at Interlinc Financial Advisors, Inc. in Plano, TX, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interlinc Financial Advisors and its predecessor entities since 2016. Outside of his advisory role, Meeks owns and operates Texas Family Insurance & Retirement Services, Inc., where he is involved in fixed insurance sales. Interlinc Financial Advisors provides fee-based financial planning and consulting to individuals, high-net-worth clients, and qualified retirement plans. The firm prepares financial plans and refers investment accounts to third-party managers while offering ERISA 3(21) fiduciary services, insurance products, and public educational seminars.
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